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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,410 | $46,534-71.2% | $64,097-79.1% | $75,177-82.2% |
| Participation rate | 66.0% | 65.9%+0.1pp | 72.3%-6.3pp | 67.2%-1.2pp |
| Annual return | 29.30% | 26.07%+3.2pp | 33.75%-4.4pp | 160.75%-131.4pp |
| Employer contribution / active EE | $1,791 | $1,976-9.3% | $2,750-34.9% | $2,671-32.9% |
| Participant deferral / active EE | $3,402 | $2,835+20.0% | $3,881-12.3% | $4,126-17.5% |
| Admin fee / account holder | $434 | $2,957-85.3% | $3,070-85.9% | $5,651-92.3% |